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Showing posts with the label JoshBennett

Tutorial on Roth IRA Conversion: Discover How Converting to a Roth IRA can Yield Tax Savings during Retirement

In this video, Josh Bennett, CFP®, shows how a backdoor roth conversion and a Regular roth conversion can save you money on your taxes as well as help keep you money intact for retirement. #whiteboardwednesday :) If you're interested in an INVESTMENT ADVISORY OR FINANCIAL PLANNING RELATIONSHIP - please consider Josh's affiliated company VINCERE WEALTH MANAGEMENT Https://Vincerewealth.com BOOKS I RECOMMEND: Let’s Connect! Instagram: @joshbennett_cfp LinkedIn: Twitter: Website: Https://mrmoneysense.com Https://Collegefundinghero.com Josh’s Affiliated Wealth Management Websites: Https://Vincerewealth.com Https://govincere.com *For Educational Purposes Only. No portion of this content should be construed as investment advice. No portion of this content should be construed as an offer or solicitation for the purchase or sale of any security. References to specific securities, investment programs or funds are for illustrative purposes only and are not

Backdoor Roth IRA | Tax LOOPHOLE you should know!

Find out how a backdoor Roth IRA can save you thousands in taxes by using a simple technique to convert your traditional 401k contributions into after-tax Roth IRA contributions. 🔥 Stop Leaking Money to the IRS: 🧾 🔥 Take your personal finances to the next level: Https://www.Vincerewealth.com 💰 Learn more about your money: BOOKS I RECOMMEND: 📚 The Intelligent Investor: 📚 Your Score: 📚 What works on Wall Street: 📚 I will teach you to be rich: 📚 The Millionaire Next Door: 📚 Rich Dad, Poor Dad: Follow me on Social: Let’s Connect! Instagram: @joshbennett_cfp + @moneymastersu Website: Josh’s Affiliated Wealth Management Websites: Https://Vincerewealth.com Description: What is a backdoor Roth IRA? A backdoor Roth IRA is a way to get around the income limits for contributing to a Roth IRA. Normally, you can only contribute to a Roth IRA if your modified adjusted gross income (MAGI) is below a certain amount. If your MAGI is above that amount, you are n